roombriks

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    Win sales deals & onboard customers in one space. Deal rooms, project hubs, client portals and more.

    Still managing customer onboarding with endless spreadsheets? It’s like trying to cook a five-course meal with just a butter knife.

    roombriks revolutionizes your workflow by bringing onboarding checklists, mutual action plans, and all your resources into one platform.

    Meet roombriks, your new partner in productivity.

    TL;DR

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    Simplify customer onboarding with collaborative checklists and mutual action plans
    Integrate all your favorite tools and keep everything in one easy-to-access workspace

    At-a-glance

    Overview

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    With roombrik’s Hive AI bring the organic data created to life.

    AI-assisted engagements

    Boost efficiency with smart, AI-driven interactions.

    • Engage smarter with AI-assisted responses and automated suggestions
    • Identify key outcomes and track progress with precision
    • Reduce costs and increase profitability with optimized workflows
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    A no-frills way to share your content easily with proper personalization every time, using just a link.

    Embed from your favorite tools

    Seamlessly integrate content from the tools you already use.

    • Connect with 1900+ integrations including Miro, Figma, Google Workspace, and YouTube
    • Embed content directly into your action plans for a unified view
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    Combine plans, documents, and communication in one organized space.

    All-in-one workspace

    Keep all your customer and prospect resources in one place.

    • Centralize files, slides, PDFs, and text into one collaborative workspace
    • Share easily with your team and clients to keep everyone aligned
    • Create dynamic plans that update as your projects evolve
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    roombriks helps you streamline customer onboarding with intuitive checklists and action plans.

    Organize onboarding with ease

    Ditch the spreadsheets and keep everything on track.

    • Manage onboarding with customizable checklists and action plans
    • Collaborate effortlessly by sharing resources in real time

    roombriks transforms customer onboarding from chaos to clarity, helping you manage every aspect of the process in one streamlined platform.

    Get lifetime access today!

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